Let's talk about college planning.
The wisdom you’re looking for to help ensure you do your best for your children.
Delivered
& tailored
for you.
When a financial advisor says he can help you with educating your kids, it typically only means his staff knows how to complete the paperwork for a 529 account. That is shallow education planning.
Instead,
consider all the experiences
...that shaped our own personalities and skills that help us be fruitful today. Where did those form? How did they develop? Of course, some of that could have happened at college? But that’s only one piece of the bigger development pie, at best.
Here’s an honest question
If we are serious about helping our children live full lives, why do we wait to deploy much of our dedicated resources until they are in their late teens? There has got to be more than that.
Wakefield helps parents in 3 simple, yet intuitive steps:
Gain clarity on the values and principles they want their children to pursue
Discover the experiences that actually instill those values in our children
Plan how to use our resources to create those experiences